Get Ready for Phase 2 of the AI Era. ChatGPT is getting its “Biggest Update” Yet

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Thomas Richmond

Mon, June 8, 2026 astatine 11:17 AM CDT 5 min read

Quick Read

  • MSFT trades adjacent $412 against a $561 expert people contempt Azure increasing 40% and its AI concern surpassing a $37 cardinal yearly tally rate.

  • OpenAI's ChatGPT super-app pivot combines autonomous agents and Codex coding tools to straight situation Anthropic successful a projected $30 cardinal AI coding market.

  • Michael Burry compares OpenAI IPO hype to the dot-com bubble arsenic Microsoft burns $31 cardinal successful quarterly capex, up 84% twelvemonth implicit year.

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OpenAI is preparing what CNBC's Joe Kernen, citing Financial Times reporting, called "The biggest update to ChatGPT since the merchandise launched. It's already been 4 years." The revamp is designed to propulsion ChatGPT beyond speech and into autonomous action. Ahead of OpenAI's upcoming IPO, the astir nonstop publically traded mode to payment from the company's maturation runs done Microsoft (NASDAQ:MSFT), OpenAI's largest capitalist and superior Azure infrastructure partner.

ChatGPT's Pivot From Chatbot to Agent

Per the Financial Times reporting relayed by CNBC, the changes are meant to bolster OpenAI's coding product, Codex, and bespeak a content wrong the institution that task-performing agents are much invaluable for the aboriginal than chatbots. That is the conceptual leap defining Phase 2 of the AI era.

The cardinal thought is that a chatbot answers a punctual portion an cause executes a goal. An cause plans multi-step workflows, writes and runs code, calls outer tools, and operates with a longer leash of autonomy. Microsoft's CEO, Satya Nadella, has besides been vocal astir this shift, framing Microsoft's roadmap astir "Cloud and AI infrastructure and solutions that empower each concern to maximize their outcomes successful the agentic computing era."

The Codex and Coding Angle

Software improvement has been the proving crushed for agentic AI. Coding tasks are testable, measurable, and economically valuable, which is wherefore Codex sits astatine the halfway of the overhaul. It is besides the battleground wherever Microsoft is astir straight engaged. CNBC reported connected June 1, 2026, that Microsoft and Google are intensifying efforts successful the AI coding marketplace to drawback up with leaders similar Anthropic and OpenAI, with the marketplace projected to scope $30 billion by 2031.

The Super App Ambition and the Anthropic Race

The strategical ambition runs deeper than conscionable a diagnostic drop. Per Kernen's work of the FT, "as OpenAI competes with Anthropic, it wants to alteration ChatGPT from 1 of those bots into a alleged ace app, combining some agents and coding tools." Changes are expected successful the coming weeks.

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